Money Purchase · DOL Form 5500 · 2024

Allied Workers Local 48 Annuity Pl Board of Trustees Money Purchase Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
647
Participants Below avg headcount
62nd
Percentile by assets National rank
$21,008
Avg per participant Low balance/head
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Official DOL plan name: Allied Workers Local 48 Annuity Plan · Sponsored by Allied Workers Local 48 Annuity Pl Board of Trustees · Tennessee · Construction

$14M in assets, 647 participants

Allied Workers Local 48 Annuity Pl Board of Trustees's Allied Workers Local 48 Annuity Plan reported $14M in total assets and 647 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #5,487 in Construction (9,039 peers)

Allied Workers Local 48 Annuity Pl Board of Trustees multi-year trail

Allied Workers Local 48 Annuity Pl Board of Trustees's plans moved +53.0% in assets from 2022 to 2024; this filing shows Allied Workers Local 48 Annuity Plan at $14M / 647 participants.

#5,487
in Construction (9,039 peers)
+22.6%
assets growth YoY

Allied Workers Local 48 Annuity Plan's mid-pack asset rank among Construction and all filers

Allied Workers Local 48 Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$13,591,965 Top 38% higher than 62% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Allied Workers Local 48 Annuity Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Allied Workers Local 48 Annuity Plan sits mid-pack in the medium band (647 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Allied Workers Local 48 Annuity Plan end-of-year assets rose from $11M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Allied Workers Local 48 Annuity Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Allied Workers Local 48 Annuity Plan reported participants rose from 598 in the plan year 2023 filing to 647 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 454606516 · Allied Workers Local 48 Annuity Pl Board of Trustees PY 2024 · Money Purchase

Allied Workers Local 48 Annuity Plan · $14M · 647 · 62nd

  • IND $14M
  • IND 647
  • IND 62nd
  • IND Money Purchase
  • IND near Laner Muchin Ltd Money Purchase Pension Plan
  • IND ind #5487

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Construction retirement plans → · Plans in Tennessee →

Allied Workers Local 48 Annuity Plan in the asset neighbourhood

Defenders of Wildlife Pension PlanDefenders of Wildlife Pensio…$14MAllied Workers Local 48 Annuity PlanAllied Workers Local 48 Annu…$14MLaner Muchin Ltd Money Purchase Pension PlanLaner Muchin Ltd Money Purch…$14MCoriell Institute for Medical Research Defined Contribution Retirement Plan 401aCoriell Institute for Medica…$14MNm State Conference of the Operative Plasterers' & Cement Masons' Pension Trust FundNm State Conference of the O…$13M
End-of-year total assets ($M) among Allied Workers Local 48 Annuity Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Allied Workers Local 48 Annuity Pl Board of Trustees multi-year asset trail

Sponsor-wide plan assets over time

All Allied Workers Local 48 Annuity Pl Board of Trustees plans reported in each filing year

Latest sponsor-wide plan assets
$14M 53.00618758075566% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $8.88M $13.6M ▲ +53.0%
Year Plans Participants Total Assets
2022 1 252 $9M
2023 1 598 $11M
2024 1 647 $14M

Allied Workers Local 48 Annuity Pl Board of Trustees filing trail (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN454606516
Plan Effective Date2011-11-04
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Tennessee

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Allied Workers Local 48 Annuity Plan vs. nearby Money Purchase plans in Tennessee, assets vs. participants Scatter plot of 6 data points. 050001000015000 -0.500.511.522.5 Total assets ($B) Participants Allied Workers Local 48 Annuity Plan, Total assets ($B): 0.013591965 · Participants: 647Allied Workers Local 48 Annuity PlanSouthern Electrical Retirement Fund, Total assets ($B): 2.191524146 · Participants: 11461Southern Electrical Retirement FundIBEW Local 16, AFL-CIO & Multi- Employer Pension Plan, Total assets ($B): 0.434339446 · Participants: 2070IBEW Local 16, AFL-CIO & Multi- Employer Pension PlanMidwest Pipe Trades Retirement Plan, Total assets ($B): 0.221798038 · Participants: 1544Midwest Pipe Trades Retirement PlanU. a. Local Union No. 614 Pension Plan, Total assets ($B): 0.203639598 · Participants: 1248U. a. Local Union No. 614 Pension PlanIBEW Local Union No. 915 Pension-Annuity Fund, Total assets ($B): 0.115026128 · Participants: 1864IBEW Local Union No. 915 Pension-Annuity Fund
Allied Workers Local 48 Annuity Plan vs. nearby Money Purchase plans in Tennessee, assets vs. participants
Compare Allied Workers Local 48 Annuity Plan side-by-side with 3 peers →

Allied Workers Local 48 Annuity Plan's out-of-state Money Purchase peers by assets and headcount

Outside Tennessee, the nearest Money Purchase by assets is Laner Muchin Ltd Money Purchase Pension Plan in IL ($14M); by covered participants it is United Plant & Production Workers L175 Annuity Fund in NY (645 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (647 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Allied Workers Local 48 Annuity Plan assets move in 2024? ▼
Allied Workers Local 48 Annuity Plan grew sharply - up 22.6% during 2024, from $11M to $14M. Reported net income was $3M.
How have Allied Workers Local 48 Annuity Pl Board of Trustees plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allied Workers Local 48 Annuity Pl Board of Trustees's sponsor-wide assets grew 53.0%, from $9M to $14M.
Which Money Purchase plans are similar in size to Allied Workers Local 48 Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Laner Muchin Ltd Money Purchase Pension Plan in IL ($14M, 55 participants).
Which Money Purchase plans cover a similar participant headcount to Allied Workers Local 48 Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is United Plant & Production Workers L175 Annuity Fund in NY (645 participants, $37M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 454606516.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.